Course Outline
Session 1: Introduction to SharePoint
Defining SharePoint and exploring its primary features.
Distinguishing between Team sites and Communication sites.
Navigating the SharePoint interface: menus, pages, and key sections.
Understanding permission structures and user management.
Exploring integration points with other Microsoft 365 applications.
Session 2: Document Libraries in SharePoint
Creating and customizing document libraries to suit organizational needs.
Implementing version control and tracking document revision history.
Managing granular permissions within specific document libraries.
Leveraging metadata to enhance document organization and searchability.
Automating approval processes for document submissions.
Session 3: SharePoint Lists
Understanding the distinction between SharePoint lists and document libraries.
Creating custom lists and utilizing available templates.
Enhancing collaboration through list views, filters, and grouping.
Applying calculated and conditional columns for data analysis.
Connecting SharePoint lists with Power BI for advanced reporting capabilities.
Session 4: SharePoint and Power Automate
Developing approval workflows for document handling.
Automating notifications for updates in libraries and lists.
Transferring data from Microsoft Forms into SharePoint.
Synchronizing data between SharePoint and external applications, such as Excel or Planner.
Handling errors and managing exceptions within automated workflows.
Session 5: SharePoint and Power Apps
Building a Canvas app structured around a SharePoint list.
Performing direct insertions and updates of SharePoint data via Power Apps.
Tailoring forms for both lists and document libraries.
Utilizing Power Apps components to create advanced user interactions.
Publishing the application and sharing access with end-users.
Session 6: Project Review
Presenting a solution developed using SharePoint.
Evaluating permission configurations and overall site structure.
Refining automated processes created with Power Automate.
Gathering and analyzing participant feedback on the developed solution.
Proposing enhancements for future implementation strategies.
Requirements
Target Audience:
Team leaders and business professionals responsible for managing or contributing to SharePoint content.
Project coordinators, HR specialists, marketing professionals, or operations staff engaged in document-centric workflows.
IT professionals providing internal user support or configuring Microsoft 365 environments.
Individuals seeking to streamline business processes leveraging Microsoft 365 tools.
Prerequisites:
Basic digital literacy: Participants should feel at ease using web browsers and standard Microsoft Office applications (e.g., Outlook, Word, Excel).
Microsoft 365 familiarity: Prior experience with Microsoft Teams or OneDrive is advantageous but not required.
No coding experience necessary: This course is tailored for non-technical users, although optional exercises may involve light logic construction within Power Automate and Power Apps.
Testimonials (1)
Very clear, very instructive, very encouraging.
